Most investors in United Parcel Service (NYSE: UPS ) already know about the company's difficulties in dealing with peak demand in the fourth quarter. UPS has now disappointed investors with holiday season operations for two consecutive years. In 2013, the company found itself with insufficient capacity to meet peak demand, then in 2014 it overcompensated and built out too much. This is clearly the issue analysts and investors are focusing on, so let's look at what management wants you to know about it.
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